Ford Investment & Retirement Management LLC
RIAState Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$488K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 315920
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.13%
- Individuals12.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ford Investment & Retirement Management LLC is a small, individually owned limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges clients via a percentage of assets under management and through fixed fees. It is not designated as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant in the available filing information.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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